Shaker Financial Services, LLC
Holdings in JFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $892,353 | 113,966 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $709,050 | 86,681 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $735,678 | 86,857 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $882,209 | 104,157 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,028,404 | 115,292 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,561,616 | 177,054 | Shares | Sole | 2024-10-31 |
| 2024-03-31 | $3,816,668 | 437,190 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $3,824,905 | 465,317 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $3,376,855 | 411,310 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $397,663 | 50,401 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $151,478 | 18,473 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,562,402 | 197,273 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $1,635,089 | 201,614 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,618,902 | 194,113 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $1,106,034 | 110,493 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $2,101,630 | 206,650 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $825,528 | 81,979 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $1,067,530 | 106,540 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $390,041 | 40,377 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,161,913 | 132,942 | Shares | Sole | 2021-02-03 |
| 2020-06-30 | $328,063 | 41,527 | Shares | Sole | 2020-08-06 |